Online business checking with integrated bookkeeping, taxes, and invoicing
The Secure Digital Vault for What Matters Most
Stage
Established
Not given
Founded
2019
Not given
Based in
US
US
Pricing model
Freemium
Paid
Pricing
Free core plan with business checking and basic bookkeeping. Found Plus at $35/month or $315/year includes advanced tools and 1.50% APY on balances up to $20,000. Found Pro at $80/month or $720/year includes 2.50% APY on all balances and 1% cash back on card purchases.
$99 per year with a 30-day free trial. No additional charges for trusted contacts.
Key features
Automated expense categorization and receipt scanning
Sub-accounts for cash flow management
Unlimited free invoicing with multiple payment methods
Contractor payment and 1099 form management
Integration with QuickBooks, Stripe, PayPal and other business tools
Mobile app for iOS and Android
Secure cloud vault storage for accounts, assets, and wishes
Invite up to 10 trusted contacts
10 GB document uploads and file attachments
Customizable access timing for trusted contacts
Five folder categories for organization
Yearly update reminders
Zero-knowledge encryption architecture
Multi-factor authentication required for access
Data export capability
Timed access for deceased account holders
What makes it different
Consolidated platform combining banking, bookkeeping, taxes and invoicing in one application
No per-contractor fees for unlimited contractor payments
Even employees cannot access encrypted data with zero-knowledge architecture
One straightforward annual plan with no hidden fees
30-day free trial with no credit card required
Data remains accessible for one year after subscription ends
Shelter